About BlueBird Advisory
Reviews for BlueBird Advisory
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Monday: 7:30AM - 5PM
Tuesday: 7:30AM - 5PM
Wednesday: 7:30AM - 5PM
Thursday: 7:30AM - 5PM
Friday: 7:30AM - 5PM
Saturday: 9AM - 12AM
Sunday: Closed
BlueBird Advisory, founded in 2021 and based in Boulder, Colorado, is a financial planning and investment firm with over 40 years of experience. Led by Peter Ruh, an independent fiduciary, the company offers personalized investment strategies, tax consulting, and expertise in 1031 real estate exchanges, oil and gas investments, and Bitcoin. Peter's approach emphasizes tailoring asset allocation and portfolio management to meet each client's goals, ensuring advice aligned with their best interests. Clients appreciate Peter’s personable nature, listening carefully to their requests and offering guidance with compassion and integrity. Many have benefited from his long-term planning, which provides confidence and security, especially as they approach retirement. He has helped clients turn their financial situations around, aiding them in becoming homeowners, understanding the markets, and making strategic investments. His recommendations have led to significant growth, including tripling an initial crypto investment and creating plans that reduce stress about future financial stability. BlueBird Advisory also values community and shared passions, offering a 50% discount on the first year of services for outdoor enthusiasts. Overall, the firm is known for its trustworthy, friendly service, and dedication to helping clients achieve financial success and peace of mind. Whether planning for the future or investing in diverse assets, clients find BlueBird Advisory to be a dependable partner in their financial journey.
It is a pleasure working with BlueBird Advisory because Pete Ruh is invested in each individual client. Over the years we have benefited from his hard work.
His attention to his customers makes you feel like a VIP.
He is personal and positive. Responds to calls and questions promptly, Takes the time to explain why and how he selects companies to invest in. Our daughter is just stating out and he made her feel very welcome.
As advisor to a relative living in Boulder I have had regular contact with Peter over the last few years. He has done a great job for her and ensured that her portfolio has prospered, with some particularly good stock picks.
We can’t say enough good things about Bluebird Advisory. Peter and Barb are forward-thinking, exceptionally competent, and genuinely approachable with a rare combination of sharp strategic thinking and clear, human communication.
One thing we especially love is the creative, outdoor-inspired theme woven through their reports. It sounds small, but it reflects how thoughtfully they approach their work. They are both energetic, and grounded in the idea that financial planning is about living well, not just spreadsheets. His communication is upbeat, thorough, and incredibly well organized, which makes even complex topics feel manageable.
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